Do you want others in your workspace to have access to a report you've created? There are multiple ways to share a report depending on the report status, report type and access rights.
📌TIP: You can also use our interactive walkthrough on how to share reports.
Sharing options
Share internally
Publish a report
Email report as a PDF to a Futrli user
Share externally
Print and save as a PDF
Download from Document Manager
For more details, click the options below.
Publish
Publish
Every report you create is initially in draft status by default. This means only the creator of the report can access it.
When you publish the report this makes the report accessible to any user with access to the organisation in question. They can find the report under Reports, then Published within the Reporting tab.
📌TIP: If you're happy for other eyes to see the report, but would rather keep editing access restricted to you only, you can 'lock' the report. This keeps access to edit the report away from other users and makes it a 'read-only' report for them.
Do I have to publish a report to share it?
You can keep the report to yourself by leaving it as a draft. Even when in draft you can still print it, send it via email, and set up a schedule.
Staying in 'Draft' just means only the creator of the report can find it and access it when logged into your organisation in Futrli.
Email
You can send a Report as a PDF attachment to an invited Futrli user. They will receive this attachment via email.
You can either:
Send a PDF email immediately - This is useful if you want to send it now as a one-off
Create a new schedule - Use Report scheduling to schedule emails to other Futrli users with the report attached as a PDF
Print & Download
Print & Download
One way to share a report is edit the report, then click Print. You can then save as a PDF and share it internally or externally.
📌TIP: This is the quickest way to download the latest version of a report.
This option is available to both draft and published reports, but you can't print Dashboards. For more details in the section below. How is sharing affected by a report's status or type?
Download via the Document Manager
Download via the Document Manager
You can also download reports that you have previously sent by email (draft or published) or any published report exported to Document manager.
This is less direct than the Print option, but the Document Manager allows you to save and manage different versions of a report.
How is sharing affected by a report's status or type?
Sharing depending on report status
Sharing depending on report status
Reports are either in a Draft or Published status. Every report you create starts life as a draft and will only be accessible to you. If you need to share it, you can either email it internally or print it.
Once you publish a report, it's automatically accessible to any other invited Futrli user to view or edit directly. You can also Export to the Document manager to send externally.
Sharing depending on report types
Sharing depending on report types
The Send, Print and Export to Document manager options are only available to Reports. They aren't available to Dashboards.
Dashboards are designed to be used within Futrli and displayed within the Performance section. If you'd like to export a dashboard, you can convert it to a report to make all the export option available.
To convert a Dashboard,
Click the Dashboard from the report's list, then Edit
Click Page Set Up
Select either Portrait or Landscape and Save.